1Q, 2024 Asset Class Return Quilts
Q1 saw robust returns across most risky assets, with midstream energy and U.S. large cap stocks faring best. Midstream energy ended the quarter up 13.9%, while U.S. large cap stocks ended the quarter up 10.6%.
4Q, 2023 Asset Class Return Quilts
In equities, U.S. Large Cap stocks were the top performers over 2023, with gains driven by Technology, Communication Services, and Consumer Discretionary sectors.
3Q, 2023 Asset Class Return Quilts
The S&P 500 ended September down 3.3%, the worst monthly return year-to-date.
2Q, 2023 Asset Class Return Quilts
U.S. stocks continued to push higher during the quarter. The S&P 500 ended the first half of the year up 16.9% and is now up 24.4% since it’s October lows.
1Q, 2023 Asset Class Return Quilts
It was a great start to the year for markets, as the majority of asset classes ended the first quarter with positive returns.
4Q, 2022 Asset Class Return Quilts
Midstream energy ended the year as the top-performing asset class, returning 30.9%.
3Q, 2022 Asset Class Return Quilts
Gold and Taxable Bonds remained the best performing asset classes year to date. U.S. Large Cap Stocks continued to rally from the March 23 bear market lows, while U.S. Small Cap stocks lagged.
2Q, 2022 Asset Class Return Quilts
Commodities and energy stocks have so far served as the only two bright spots in the first half of 2022, up 18% and 32%, respectively.
1Q, 2022 Asset Class Return Quilts
For the second time in two years, the global economy has been thrust into a crisis – first from the pandemic, and now from Russia’s invasion of Ukraine.
2Q, 2021 Asset Class Return Quilts
Midstream energy ended the year as the top-performing asset class, returning 30.9%.
1Q, 2021 Asset Class Return Quilts
Midstream energy ended the year as the top-performing asset class, returning 30.9%.
3Q, 2020 Asset Class Return Quilts
Gold and Taxable Bonds remained the best performing asset classes year to date. U.S. Large Cap Stocks continued to rally from the March 23 bear market lows, while U.S. Small Cap stocks lagged.
2Q, 2020 Asset Class Return Quilts
Gold and Taxable bonds remained on top, adding to their Q1 performance. U.S. Large Cap Stocks rallied 17.4% in Q2, narrowing the year-to-date loss to 2.8%.
1Q, 2020 Asset Class Return Quilts
Gold, Taxable Bonds, and Cash finished the quarter on top and were the only asset class to post positive gains. U.S. Large Cap Stocks fell 20.2% in Q1, 2020.
